Keep scheduled WhatsApp follow-up connected to tasks
Review customer follow-up in batches and keep useful updates next to the Bugherd task they belong to.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Comment
Tool to add a new comment to a task. use when you need to record discussion or feedback on an existing task.
Why this helps
A busy team can miss follow-up messages that arrive after a bug has already been logged.
- Capture follow-up without monitoring chat constantly.
- Keep added context with the issue it concerns.
- Flag follow-ups that need a task reference or clarification.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Bugherd once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide a name and prompt.
- 3Tell Notis to review available WhatsApp follow-ups and add relevant information as comments to clearly matched Bugherd tasks, flagging uncertain matches.
- 4Choose the notis_cron trigger and set the recurring schedule.
- 5Choose where run reports go and test with one real follow-up.
Questions about this workflow
Does this monitor every WhatsApp chat automatically?
The schedule does not create a 2chat trigger. Notis can review only the WhatsApp messages available to it through connected app access or supplied context.
What happens when a matching task is unclear?
The instruction can have Notis flag the follow-up for clarification rather than comment on a guessed task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Bugherd. A trigger fires from one place; an action lands in another.
2chat triggers
Bugherd actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Guest to Project
Tool to add a guest (client) to a project. use when you want to add an existing client by id or invite a new client by email.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Member to Project
Tool to add a member to a project in bugherd. use when you need to add an existing user to a specific project.
Create Attachment
Tool to add a new attachment to a task using an existing url. use when you have project and task ids and the external file url ready.
Create Column
Tool to create a new column in a project. use when you need to add a custom workflow column after identifying the project id.
Create Comment
Tool to add a new comment to a task. use when you need to record discussion or feedback on an existing task.
Create Project
Tool to create a new project. use when you need to initialize a project after gathering its name and url. example: "create a new project named 'my website' with url 'http://www.example.com'."
Create Task
Tool to add a new task in a project. use when you have the project id and full task details ready.
Create Webhook
Tool to create a new webhook for real-time event notifications. use when you need to configure a callback endpoint for task or comment events. example: "create a webhook for 'task create' events to be sent to 'https://example.com/webhook'."
Connect any two apps with Notis in the middle.
2chat and Bugherd, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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